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UTI vs HSBC Business Cycles Fund compare
UTI-Transpotation and Logistics Fund-Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Fund | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3565 Cr | ₹1153 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 2005 | 20 Aug 2014 |
| Category | Thematic Transportation | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Transportation & Logistics TRI | NIFTY 500 TRI |
| Turn Over | 14% | 28% |
| Expense Ratio | 1.96 | 2.28 |
| Manager | Sachin Trivedi | Venugopal Manghat |
| ISIN Code | INF789F01299 | INF917K01RF8 |
| Exits Load | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.79% | -4.51% |
| 6 Month | 5.68% | 7.59% |
| 1 Year | -2.31% | 3.18% |
| 3 Year | 19.86% | 21.47% |
| 5 Year | 25.31% | 25.38% |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 8.41% | 6.26% |
| 1 Year | 8.69% | 5.07% |
| 3 Year | 18.61% | 19.6% |
| 5 Year | 20.71% | 20.43% |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.18% | 11.61% |
| 3 Year | 16.2% | 13.53% |
| 5 Year | 15.92% | 10.79% |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 16.16% | 16.64% |
| Sharp | 0.88% | 0.94% |
| Beta | - | 1.10% |
| Alpha | - | 4.32% |
Fund Managers
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Name | Sachin Trivedi | Venugopal Manghat |
| Total AUM | ₹7301 Cr | ₹41442 Cr |
| Funds Managed | 3 | 7 |
| UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
Market Cap
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 4.23 | 4.13 |
| Large Cap | 74.01 | 44.87 |
| Small Cap | 12.99 | 41.16 |
| Mid Cap | 8.78 | 9.83 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 4.23 | 4.13 |
| Consumer Cyclical | 78.96 | 20.84 |
| Industrials | 16.81 | 25.83 |
| Energy | - | 5.87 |
| Technology | - | 1.15 |
| Financial Services | - | 30.98 |
| Basic Materials | - | 10.38 |
| Real Estate | - | 0.82 |
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